John D. Dovich
CLU ChFC

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Company Description

John D. Dovich & Associates, LLC mission is to provide strategic life planning. By coordinating the elements of portfolio management, retirement, estate, and education planning, as well as insurance needs, we can effectively implement and monitor our stra
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John is the founder of John D. Dovich & Associates, LLC.His vision in the creation of the firm was to provide comprehensive financial, investment and wealth management planning to affluent families, professionals, and their businesses.
By all accounts, he believes that vision has been achieved.

John's responsibilities are primarily directed at helping to ensure the continued success of the firm and its clientele, both qualitatively and quantitatively.
He focuses a significant amount of his time and expertise to the practical implementation of client solutions.
He is a frequent speaker and author on various wealth management concepts.
John graduated from Xavier University in Cincinnati, Ohio with a bachelors degree in political science and a minor in business with a concentration in economics.He holds the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
John is a member of the Financial Planning Association (FPA) and the Association for Advanced Life Underwriting (AALU) and serves on the board of a number of financial services organizations.He is an Investment Advisor Representative with John D. Dovich & Associates, LLC.Active in his community, John is a member of the Children's Hospital Business Committee and the President's Advisory Council of Xavier University.John is currently a member of the Cincinnati Chapter of the Entrepreneur's Organization (EO) and a member of the Northern Kentucky Chamber of Commerce Board of Advisors.He regularly participates and is a member of the Goering Center for Family Business at the University of Cincinnati.He is a member of the Association for Corporate Growth (ACG) and a board member of the Cincinnati Estate Planning Council.John was recently named President Elect for the Society of Financial Service Professionals (SFSP).
John resides in Hyde Park.

"Thorough planning gives most business owners the ability to make decisions about exit strategies that are in their best interests," says John D. Dovich, ChFC, CLU, president and founder of John D. Dovich & Associates, LLC.
Key Questions
Three key questions need to be answered fully and honestly before serious planning can begin:
• When do you want to move on, either to retirement or other ventures?
• What level of after-tax income will be necessary to meet your future financial needs?
• Who is your buyer?
"The answer to the second question is, perhaps, the most important," says Dovich.
"Without having a solid grasp of your long-term financial needs, it's almost impossible to determine a bottom line-or a timeline-for selling your business."
When to schedule the sale, and to whom it will be made, are often closely related.
"Selling or gifting the business to a family member can be easier than selling to key employees or outsiders," says Dovich.
"But even selling to family members usually entails several years of careful planning.
"Although unpredictable, recession is part of the natural evolution of economic cycles," reminds Dovich.
"And sometimes the best time to gift a business to a family member is during soft economic times."
Even if a sale isn't imminent, having key transition elements in place can be beneficial.
Help Finding Answers
As an independent, fee-based advisory firm and a registered investment advisor with the U.S. Securities and Exchange Commission, John D. Dovich & Associates, LLC is well-positioned to guide you through the planning of your exit strategy, the realization of that plan, and the performance of the next financial phase of your life.
"For many business owners, their greatest asset is their business," says Dovich.

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.